Hugh Andrew
Showing 1–3 of 3 transcripts.
- Milken Institute1h 3m
Real Estate: Structural and Cyclical Disruption
Hugh Andrew, Megan Walters, Kenneth Gaw, Alex Jeffrey, John Lim
Leading industry experts analyze the global real estate sector's transition into a late economic cycle, highlighting structural risks such as rising public debt and geopolitical tensions while identifying capital flow shifts that see Asia-Pacific moving from a net recipient to a net exporter of funds. Panelists advocate for a "value-add" strategy within defensive residential and logistics sectors, demonstrating successful operational transformations in Beijing and Malaysia that leverage technology to drive asset appreciation and tenant retention. Despite concerns regarding interest rate sensitivity and trade wars, the consensus projects that real estate will remain a primary asset class for the coming century, with future returns driven by arbitrage in infrastructure-heavy regions and the evolution of urban living.
- Milken Institute1h 1m
Smarter Cities for a Smarter World
Jonathan Woetzel, Hugh Andrew, Nayef Khalid Al Khalifa, Robert Rosenstein, Lauren Sorkin
A recent McKinsey Global Institute analysis reveals that while most global cities currently operate at only 70% maturity regarding smart technology, successful implementation demands a shift from rigid zoning to outcome-based regulation and robust public-private partnerships. Key drivers for this evolution include treating digital infrastructure as a utility, prioritizing human capital through inclusive social policies, and restructuring real estate models to accommodate e-commerce and automated logistics. Ultimately, sustainable urban development relies on strong civic leadership defining long-term visions while ensuring equitable access and clear ROI metrics across diverse markets from North Asia to the Middle East.
- Milken Institute1h 0m
Lunch Program | The World in 2037: Asia On Demand
Hugh Andrew, Su Shan Tan, Patrick Grove, Ridwan Kamil, Ming Maa, Rohan Mahadevan
Hosted by Asia Square in partnership with the Milken Institute, the "The World in 2037: Asia on Demand" lunch program features a panel moderated by Tan Sue Shan and includes insights from leaders of Grab, iFlix, PayPal, and Bandung Mayor Ridwan Kamil regarding digital disruption across real estate, infrastructure, and governance. The discussion highlights rapid mobile-first adoption in Southeast Asia, Bandung's successful smart city transformation through software-driven governance, and Grab's expansion into a financial ecosystem while predicting a shift toward flexible "on-demand" commercial spaces. Ultimately, the session outlines a trajectory for 2037 characterized by autonomous transportation, deflationary economic pressures, and the evolution of payment infrastructure to near-instantaneous, invisible authentication models.